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Tim Hortons

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Feb 10, 2026 by Alex Behring · said 12 times in 1 episodes since 2026 · across every show →

Mentions by year

brought up most by Daniel Schwartz (8), Patrick O'Shaughnessy (4)

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2026 12 mentions in 1 episode

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Everything said about Tim Hortons, oldest first

Feb 10, 2026 positive
Opinion
Behring: Tim Hortons' Brand Power in Canada Has No US Equivalent
“Tim Hortons is a brand of a magnitude that I almost want to say that I'm unsure whether it exists in the U.S. It's just so, so large, the brand in Canada and so important for the Canadians”
Alex Behring Feb 10, 2026 ▶ 34:44 The Secretive PE Firm Behind Burger King, Tim Hortons, Skechers and Hunter Douglas (3G Capital) · Invest Like The Best
Feb 10, 2026 bullish
Assertion Not checkable as stated
Behring: Buffett Immediately Praised Tim Hortons' Business Quality
“I mean, I remember 10 seconds into the call with Warren, he really, really praised the quality of the business. And then and I always go back to that and saying how right he was, and we didn't even fully appreciate how good a business it ultimately was, which …”
Alex Behring Feb 10, 2026 ▶ 31:17 The Secretive PE Firm Behind Burger King, Tim Hortons, Skechers and Hunter Douglas (3G Capital) · Invest Like The Best
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